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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and DIODES INC (DIOD). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $364.8M, roughly 1.1× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs 2.6%, a 1.5% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 5.1%). DIODES INC produced more free cash flow last quarter ($12.4M vs $-8.8M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 11.2%).
Arhaus, Inc.ARHSEarnings & Financial Report
Arhaus, Inc. is an upscale American home furnishings company headquartered in Boston Heights, Ohio. Founded in 1986 with a focus on sustainability and artisanship in product quality, Arhaus provides a diversified assortment of specialty goods and services addressing omnichannel direct-to-consumer and business-to-business residential and commercial operations.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
ARHS vs DIOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $391.6M |
| Net Profit | $15.1M | $10.2M |
| Gross Margin | 38.1% | 31.1% |
| Operating Margin | 5.6% | 3.4% |
| Net Margin | 4.1% | 2.6% |
| Revenue YoY | 5.1% | 15.4% |
| Net Profit YoY | -29.1% | 23.8% |
| EPS (diluted) | $0.11 | $0.23 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $364.8M | $391.6M | ||
| Q3 25 | $344.6M | $392.2M | ||
| Q2 25 | $358.4M | $366.2M | ||
| Q1 25 | $311.4M | $332.1M | ||
| Q4 24 | $347.0M | $339.3M | ||
| Q3 24 | $319.1M | $350.1M | ||
| Q2 24 | $309.8M | $319.8M | ||
| Q1 24 | $295.2M | $302.0M |
| Q4 25 | $15.1M | $10.2M | ||
| Q3 25 | $12.2M | $14.3M | ||
| Q2 25 | $35.1M | $46.1M | ||
| Q1 25 | $4.9M | $-4.4M | ||
| Q4 24 | $21.3M | $8.2M | ||
| Q3 24 | $9.9M | $13.7M | ||
| Q2 24 | $22.2M | $8.0M | ||
| Q1 24 | $15.1M | $14.0M |
| Q4 25 | 38.1% | 31.1% | ||
| Q3 25 | 38.7% | 30.7% | ||
| Q2 25 | 41.4% | 31.5% | ||
| Q1 25 | 37.1% | 31.5% | ||
| Q4 24 | 40.0% | 32.7% | ||
| Q3 24 | 38.6% | 33.7% | ||
| Q2 24 | 40.1% | 33.6% | ||
| Q1 24 | 39.0% | 33.0% |
| Q4 25 | 5.6% | 3.4% | ||
| Q3 25 | 4.8% | 3.0% | ||
| Q2 25 | 13.0% | 2.6% | ||
| Q1 25 | 1.7% | 0.4% | ||
| Q4 24 | 8.2% | 3.5% | ||
| Q3 24 | 3.3% | 6.2% | ||
| Q2 24 | 9.5% | 1.2% | ||
| Q1 24 | 6.2% | 4.3% |
| Q4 25 | 4.1% | 2.6% | ||
| Q3 25 | 3.5% | 3.6% | ||
| Q2 25 | 9.8% | 12.6% | ||
| Q1 25 | 1.6% | -1.3% | ||
| Q4 24 | 6.1% | 2.4% | ||
| Q3 24 | 3.1% | 3.9% | ||
| Q2 24 | 7.2% | 2.5% | ||
| Q1 24 | 5.1% | 4.6% |
| Q4 25 | $0.11 | $0.23 | ||
| Q3 25 | $0.09 | $0.31 | ||
| Q2 25 | $0.25 | $0.99 | ||
| Q1 25 | $0.03 | $-0.10 | ||
| Q4 24 | $0.15 | $0.18 | ||
| Q3 24 | $0.07 | $0.30 | ||
| Q2 24 | $0.16 | $0.17 | ||
| Q1 24 | $0.11 | $0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $253.4M | $377.0M |
| Total DebtLower is stronger | — | $25.7M |
| Stockholders' EquityBook value | $418.2M | $1.9B |
| Total Assets | $1.4B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $377.0M | ||
| Q3 25 | $262.2M | $386.4M | ||
| Q2 25 | $234.8M | $327.3M | ||
| Q1 25 | $214.4M | $343.9M | ||
| Q4 24 | $197.5M | $316.1M | ||
| Q3 24 | $177.7M | $319.3M | ||
| Q2 24 | $174.2M | $273.9M | ||
| Q1 24 | $233.2M | $276.0M |
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $24.9M | ||
| Q2 25 | — | $26.4M | ||
| Q1 25 | — | $20.5M | ||
| Q4 24 | — | $20.7M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | — | $20.3M | ||
| Q1 24 | — | $20.9M |
| Q4 25 | $418.2M | $1.9B | ||
| Q3 25 | $400.4M | $1.9B | ||
| Q2 25 | $385.6M | $1.9B | ||
| Q1 25 | $348.8M | $1.8B | ||
| Q4 24 | $343.7M | $1.8B | ||
| Q3 24 | $320.6M | $1.8B | ||
| Q2 24 | $309.3M | $1.8B | ||
| Q1 24 | $285.6M | $1.7B |
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.5B | ||
| Q2 25 | $1.3B | $2.5B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.4B | ||
| Q1 24 | $1.2B | $2.4B |
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | 0.01× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $9.3M | $38.1M |
| Free Cash FlowOCF − Capex | $-8.8M | $12.4M |
| FCF MarginFCF / Revenue | -2.4% | 3.2% |
| Capex IntensityCapex / Revenue | 5.0% | 6.6% |
| Cash ConversionOCF / Net Profit | 0.62× | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $38.1M | ||
| Q3 25 | $46.1M | $79.1M | ||
| Q2 25 | $34.9M | $41.5M | ||
| Q1 25 | $46.5M | $56.7M | ||
| Q4 24 | $31.7M | $81.8M | ||
| Q3 24 | $31.1M | $54.4M | ||
| Q2 24 | $47.5M | $14.4M | ||
| Q1 24 | $36.8M | $-31.1M |
| Q4 25 | $-8.8M | $12.4M | ||
| Q3 25 | $28.0M | $62.8M | ||
| Q2 25 | $20.9M | $21.1M | ||
| Q1 25 | $18.9M | $40.8M | ||
| Q4 24 | $13.0M | $62.1M | ||
| Q3 24 | $4.6M | $39.4M | ||
| Q2 24 | $11.3M | $-3.5M | ||
| Q1 24 | $10.9M | $-51.5M |
| Q4 25 | -2.4% | 3.2% | ||
| Q3 25 | 8.1% | 16.0% | ||
| Q2 25 | 5.8% | 5.8% | ||
| Q1 25 | 6.1% | 12.3% | ||
| Q4 24 | 3.7% | 18.3% | ||
| Q3 24 | 1.4% | 11.2% | ||
| Q2 24 | 3.6% | -1.1% | ||
| Q1 24 | 3.7% | -17.1% |
| Q4 25 | 5.0% | 6.6% | ||
| Q3 25 | 5.3% | 4.2% | ||
| Q2 25 | 3.9% | 5.6% | ||
| Q1 25 | 8.9% | 4.8% | ||
| Q4 24 | 5.4% | 5.8% | ||
| Q3 24 | 8.3% | 4.3% | ||
| Q2 24 | 11.7% | 5.6% | ||
| Q1 24 | 8.8% | 6.7% |
| Q4 25 | 0.62× | 3.74× | ||
| Q3 25 | 3.77× | 5.54× | ||
| Q2 25 | 1.00× | 0.90× | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | 9.93× | ||
| Q3 24 | 3.14× | 3.95× | ||
| Q2 24 | 2.14× | 1.80× | ||
| Q1 24 | 2.44× | -2.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
